Six-year institutional stock performance Social Security wins QFII bottom

Funds, social security, insurance companies, brokers self-employed, collection of financial and QFII, is a-share market the most powerful 6 institutional investors, their practice is often used by small and medium-sized investors as their investment reference. But the 6 institutional investors, who are more powerful, in this round of rebound in the market to make more money, but is mixed.　　However, SSE released 2009 years ago 6 months of industry investors classified transactions, holdings of statistics, but gave the outside world to understand the investment strength of 6 of a rare opportunity. After the daily economic news reporter on the first half of this year, the agencies trading data analysis, in the rebound in the market, the "national team" reputation as the most powerful social security trader, making the most money, while the "Foreign monk" QFII performance is "passable", as early as this December began to reduce significantly, but then gradually bought, there are "　　Low sell shoplifting "suspicion.　　Top students on behalf of Social security step on the market hot spot June accurate opening from the six institutions of the Shenzhen Stock Exchange data show the results, the first half of social security, insurance companies, securities dealers self performance best. First look at the Social Security Fund.　　In the first half of this year, the Social Security Fund in Shen shares of the monthly buy and sell turnover of about 4 billion yuan, of which the June purchase amount of 5.546 billion yuan, is the largest number of months. From the point of view of the concrete operation, January ~ February Social Security Fund adopted a strategy of buying aggressively. Data show that the first two months of the net inflow of Social Security Fund is 1.119 billion yuan, of which the purchase amount is 7.068 billion yuan, the sale amount is 5.949 billion yuan. From the specific industry, the first two months of social security most favored industry is the machinery and equipment industry, a total of 1.546 billion yuan bought, which net inflow of 575 million yuan, accounted for the total inflow of 51.38%. In addition, the Social Security Fund in January ~ February to buy the information technology, real estate industry. From March onwards until May, Social Security Fund by index soared, reducing some of the chips, such as May, the Social Security Fund net outflow of 247 million yuan. By June, the Social Security Fund had again poured in, with data showing a net inflow of 1.259 billion yuan a month. From the specific industry, the June Social security is mainly to buy financial insurance, metal non-metallic, mining industry and other industries.　　Since July, these industries have been very strong, which proves that social security in June a big move is a wise move.　　In addition to social security, insurance and brokerage funds in the first half of this year also has a good performance. Insurance January ~ February net inflow into the Shenzhen capital amount of 1.425 billion yuan, the next March and continue to show a net inflow status, and the number of increase to 2.288 billion yuan, and the month of insurance companies to buy only 6.658 billion yuan. Overall, the total net inflow of insurance funds in the first quarter was 3.713 billion yuan, the largest net inflow of all six institutions. Insurance in January ~ February mainly to buy food and beverage 1.634 billion yuan, to March, it bought metal non-metallic, pharmaceutical biology, information technology. Like Social Security, in April, May, insurance funds reduced some of the chips, but in June it again poured a net inflow of $3.818 billion. Brokerage funds also have good performance.　　In the first half of the year except April net outflow of 609 million yuan, all the rest of the month is a large net inflow, the total inflow of more than 4 billion yuan, mainly involved in the industry is metal non-metallic, the first quarter of the big buy more than 1.5 billion yuan.　　Poor student representative QFII early in February to start a big sale in order to increase the market "supply", the SFC approved a number of QFII into the A-share market, but their performance in the first half of this year can only be used "insipid" to describe, and even sometimes "low selling high" suspicion. This year, the QFII average monthly buy and sell in Shenzhen is about 5.5 billion yuan, but a specific month gap is very large. For example, in April, QFII bought a total of 9.937 billion yuan, but May this figure is only 4.665 billion yuan, which indicates that the QFII short-term changes greatly. [Page] specific to buy and sell, QFII in a shares of the performance level of people doubt. In this year's "bottom" January ~ February, the QFII took a big selling move. The data showed that the net outflow of QFII funds in January was 2.264 billion yuan, the largest net outflow among all six institutional investors. Specifically from the industry, QFII mainly sold machinery equipment industry, outflow amount of 658 million yuan, the real estate industry outflow 501 million yuan, metal non-metallic outflow 485 million yuan, petrochemical plastic outflow 467 million yuan.　　If from today's market trend, the QFII at the time of the sale is all low price chips, this is undoubtedly its judgment on the market is a failure of evidence. Then the QFII may see the "situation" wrong, in January ~ February after the sale, starting from March to buy, especially the April net inflow of 2.067 billion yuan, wholesale and retail, mechanical equipment became its main buy object.　　In the June, the QFII began to sell, the month QFII buy total of 6.06 billion yuan, and sell the amount of 6.641 billion yuan, net outflow of 581 million yuan, became the only one net outflow of institutions last month. There is also an interesting phenomenon, the QFII sold the real estate industry, in addition to a small inflow of 52 million yuan in May, the remaining few months is a large outflow, the total net outflow has exceeded 1.5 billion yuan, which and other institutions prefer the real estate industry in sharp contrast.　　In the real estate transaction innovation High background, QFII resolutely short attitude really let people do not understand. In recent times, some media reported that the first half of the collection of financial products brokers poor performance, far away from the market, from the Shenzhen stock published data, this is not a falsehood. Unlike the QFII, the collection of financial products from January ~ February began to net into the stock market, March is the same, but the inflow is very small, such as January ~ February inflow of only 166 million yuan. In addition, the securities brokers set the top of the market to judge errors, a small inflow in the first quarter, April collection of financial funds suddenly outflow, the current month to buy 4.71 billionYuan, the total amount sold is as high as 5.739 billion yuan, net outflow of 1.029 billion yuan. There is no doubt that they missed the May and June market surge.　　[Page] Secondary Health representative fund "after knowing" fund is the most powerful in six types of institutions, holding the most money in the organization.　　Through the analysis of SSE data, found in the first half of this year's wave of the market, the fund is "after the perception" type, the first quarter misjudged, to sell mainly, to the two quarter to buy heavily.　　Data show that the first half of the fund's monthly buy and sell the amount of about 90 billion yuan, of which rose to 110 billion yuan in June, the participation of the Fund showed a gradual upgrading of the characteristics. And from the buy and sell details to analyze, the first half of the fund showed a "slow heat" characteristics.　　January ~ February, the total amount of the fund to buy up to 167.43 billion yuan, sold total of 168.068 billion yuan, net outflow of 638 million yuan; March outflow volume again increased, the data show that the month net outflow of 1.717 billion yuan, mainly sold mining, food and beverage, wholesale and retail, pharmaceutical and biological industries. But from the beginning of the second quarter, the Fund's attitude quickly changed, the funds began to flow into a large inflow, only April one months net inflow of funds as high as 6.689 billion yuan, May, June, respectively, the inflow of 4.178 billion yuan, two quarters total net inflow of up to 15 billion yuan.